By Julian Wong May.30.2009
In: climate change, collaboration, oil
1 comment

U.S.-China: Cooperate we must, but please, no G2!

“This climate change crisis is a game-changer in U.S.-China relations…an opportunity that cannot be missed”

- Nancy Pelosi, U.S. House Speaker, May 26, 2009 in Beijing.

The nomination of Jon Huntsman, currently the governor of the state of Utah, as the U.S. ambassador to China brings back into focus the role of clean energy cooperation in the furthering of U.S.-China relations.  The choice of Gov. Huntsman has been lauded for various reasons-his fluency in Chinese, his track record as an Asian diplomat, the bipartisanship on the part of President Obama in nominating a Republican for the position (although some say he did so to take Gov. Huntsman, a likely Republican contender for the 2012 elections, out of contention)-but receiving less attention is the fact that Gov. Huntsman is a vocal advocate of the clean energy economy and the greenest governor that Utah as ever had (see youtube video interview).

The siren calls for US-China collaboration on clean energy and climate change action have been sounding nonstop ever since a new sheriff took over in Washington, D.C.  Such exhortations are well grounded in the similarities of the two countries’ energy profiles.  China and the U.S. are the  two largest emitters of greenhouse gases (GHG) in absolute terms on annual basis, both are heavily reliant coal for power and imported petroleum for transportation fuel and other non-transportation uses and both have had (and continue) to build continental-wide energy infrastructure to support a large population.  Various groups, such as Brookings Institution, Asia Society and Pew Center, Natural Rersources Defense Council, and Carnegie Endowment for International Peace have recently published reports providing policy recommendations for clean energy cooperation to form the basis of a momentous new chapter in U.S.-China diplomacy.

But Elizabeth Economy and Adam Segal warn in a recent piece titled “The G2 Mirage” in Foreign Affairs (subscription required) that  we are only setting ourselves up for failure we we think that the U.S. and China are the only players in the game: Read the full story

By Julian Wong May.28.2009
In: climate change, uncategorized
1 comment

China and U.S. Not As Far Apart As Each Other Thinks (and a rant against nonsense journalism)

The use of “carbon cap equivalents” provides a more accurate accounting of what countries are doing to combat climate change, and could be just the tool that helps countries forge a new climate agreement this December in Copenhagen.

In this momentous 100th post on The Green Leap Forward, I would like to share with readers an article that my new colleagues and I penned, entitled Counting the Real Progress on Climate Action, released just this morning (Thursday May 27, Washington, D.C. time).  It was picked up hours later by the New York Times in a story highlighting U.S. House speaker Nancy Pelosi’s visit to Beijing.  Unfortunately, the New York Times gets it wrong and corrupts the meaning of our article when it says:

A bill being considered by the House [of Representatives in the U.S. Congress]  would compel the United States to reduce greenhouse gas emissions to at least 17 percent below 2005 levels by 2020, and to 83 percent below by 2050. But that plan is well below the opening demand by Chinese leaders, who want developed nations to reduce 2020 emissions by 40 percent from 1995 levels [see this article on China's demands], and it falls short of commitments by the European Union as well.

American officials have already rejected the Chinese proposal as unattainable. The Center for American Progress, a Democratic-leaning research organization, said in a report published Wednesday that the House legislation was unlikely to win enough Chinese support for the two nations to present a united front at the Copenhagen talks in December.

In short, the Michael Wines, the NYT reporter (who does not specialize in environmental reporting, I might underscore) makes it sound as if we are saying that an impasse in Copenhagen is inevitable because the expectations of both sides are too far off.  If one actually reads our article, it is clear that our central message is, in fact, the opposite: Read the full story

By Julian Wong May.26.2009
In: policy, solar, uncategorized
1 comment

Much Ado About Solar II

…and we’re back!   Apologies of the prolonged dormancy, but yours truly has been busy lately transitioning to his new day job.  But no time to waste!   Let’s pick things up really quickly with some solar updates.

First, my solar policy paper, Getting out of the Shade: Solar Energy as  National Security Energy, which we summarized before in a previous post, has now been published in three parts on China Dialogue.  While the content remains the same, what’s new is that an Chinese version is now available.

中国太阳能产业转向国内市场 (1)
中国太阳能产业转向国内市场 (2): 重新定义国家安全
中国太阳能产业转向国内市场 (3):发现太阳能发电的瓶颈所在

There is an extra bit of text that is new in this edition that is worth noting:

[相当振奋人心的是,自从这篇文章发表之后,中国开始将太阳能产业转向国内市场。经济部与住房和城乡建设部开始发展太阳能屋顶计划以每瓦二十人民币的方式补助优质的太阳能光伏面板系统。然而在某些省份,尤其考虑在江苏提供可观的财政鼓励以增加当地太阳能光伏面板的制造与发展。]

[Encouragingly, since the first publication of this article, China has begun its journey out of the shade: China's Ministry of Finance and the Ministry of Housing and Urban-Rural Development has launched a solar roofs programme to subsidise qualifying PV systems at 20 yuan (US$3) per watt, while some provinces, particularly Jiangsu, are poised to offer significant financial incentives to increase local capacity in PV manufacturing and deployment.]

And what a surge in domestic solar projects there has been in response!  Many of the new projects were tracked on a previous post Much Ado About Solar, and so we have a continuation of more solar activity announced since that post: Read the full story

Green Hops: New Renewable Energy Targets, More Carbon Tax Chatter, Singapore-Nanjing Eco-city Announced

China’s energy intensity was down 2.9% in the first quarter of this year, reports the National Bureau of Statistics.  The decrease is based on a 6.1% growth in GDP measured against a 3.04% increase in energy consumption.  So remember this–despite and increased movement towards “decoupling”, energy consumption still rises as long as GDP rises.  Power consumption in the first quarter also dipped (by 4%), but the decrease in March (2%) was less than in January an Februrary (5.2%), suggesting that the economy may be starting to bottom out.

Fuels from Heaven

  • Wind to hit 100 to 150 GW by 2020
  • Solar to hit 10 to 20 GW by 2020
  • Renewable power to constitute 40% of electricty geneation by 2050

Wind targets to triple, may even quintiple! Anticipation is building up for the soon to be announced stimulus for renewable energy.  Analysts have their eyes peeled for the possibility of a revision in China’s long term renewable energy targets.  For wind and solar power, this stands at 30 GW and 1.8 GW, respectively.  But at current rates of development, 100 GW of wind by 2020 is probably achievable, and indications are 100 GW will be the new 2020 target.  Installed wind capacity is expected to grow 64% this year to hit 20 GW.  If China adds 8 GW a year from now till 2020, 100 GW will be surpassed, leading this report to speculate that the 2020 target may be raised to as much as 150 GW.

Northern central China will be the destination of many wind farms.  Meanwhile, Tianjin may be manufacturing hub that helps China’s wind industry lead that charge towards triple digit gigawattage as it boasts what is shaping up to be the world’s leading wind manufacturing industry cluster.  Vestas, which has a manufacturing presence in Tianjin, has launched a turbine model specifically for Chinese wind conditions.  The Danish company has begun sales of its V60-850 kW turbine, which has blade designs and temperature control systems to adapt to the tough winters in Inner Mongolia. The turbine is most effective in low and medium winds, which make up 75 percent of China’s unutilized onshore wind potential.

Solar to hit 20 GW by 2020?! As for solar, recent solar policy developments may have set China on course for 10 GW, or even 20 GW by 2020, remarks Wang Zhongying, assistant director at the NDRC’s Energy Research Institute and head of its Renewable Energy Development Centre.   As projected in my recent solar policy paper, polysilicon production is ramping up domestically.  This means lower PV panels prices and a steady march towards grid parity.

40% Renewable Electricity Standard by 2050? This was only mentioned in passing, and I have not seen this anywhere else, but it seems that 40% may be set as a long term target (i.e. 2050) for the proportion of renewable sources making up total electricity generation.  Sounds encouraging, but far off the 60+% that the Tyndall Center sees as necessary to stabilize the climate (see previous post). Read the full story

By Julian Wong May.4.2009
In: climate change, government
4 comments

Tyndall Centre Climate Report: High Hopes for Low Carbon

A review of a study on low carbon development pathways for China by the Tyndall Centre.  One of its co-authors, Dr. Wang Tao, speaks at the Beijing Energy & Environment Roundtable (BEER) tomorrow (May 5, Tuesday).  Click here for more details.

A report by the Sussex Energy Group and Tyndall Centre for Climate Change Research entitled China’s Energy Transition: Pathways for Low Carbon Development set out four different scenarios for low-carbon development in China in an attempt to demonstrate how China’s economic development can be decoupled from carbon emissions growth–allowing its economy to expand by some 8 to 13 times while presumably stabilizing greenhouse gas concentrations in the atmosphere.   The four scenarios are summarized in the table below:

Based on their scenario analysis, the authors draw the following key observations: Read the full story